Meet the 2022 LUMINARIES Winners
By Janet LevauxThese 33 individuals and firms are making a difference in Community Impact, Diversity & Inclusion, Executive Leadership and Thought Leadership.
November 17, 2022
Industry Experts Weigh In on Fidelity's Latest Tech MovesThe updates could make Fidelity more attractive for advisors looking to switch custodians, Tim Welsh says.
November 17, 2022
Ritholtz Wealth Taps Vanguard Veteran as New PresidentJay Tini will join the New York registered investment advisor on Jan. 1, managing the firm's day-to-day operations.
November 17, 2022
LPL Boosts Tax Capabilities for Advisors With HolistiplanAs part of LPL's vendor affinity program, Holistiplan's providing LPL advisors with discounted tax platform access and training.
November 16, 2022
DPL Set to Distribute Corebridge Financial AnnuitiesCorebridge brings two commission-free annuity products to the DPL platform, both geared to fee-only financial advisors.
November 16, 2022
9 Reasons This Popular Trust Isn't Just for the Super-WealthySpousal lifetime access trusts have estate and retirement planning benefits even for clients below the estate tax threshold.
November 14, 2022
CI Financial to Split U.S., Canada Units as Debt Concerns RiseThe IPO of the U.S. wealth management business will happen "when the market conditions present themselves," said CEO Kurt MacAlpine.
November 10, 2022
The Top 15 RIA Firms in America: Forbes, 2022The ranking considers a variety of factors like client retention, compliance records and AUM.